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Isaac Rosengard Feldstein

Morgan Stanley

Menlo Park, CA

Menlo Park, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-04-26
CA RA APPROVED 2021-10-11
  • TX RA
    APPROVED
    Since 2022-04-26
  • CA RA
    APPROVED
    Since 2021-10-11

Branch Locations

2882 Sand Hill Road Suite 200, Menlo Park, CA 94025 • United States

2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Menlo Park CA 03/2021 Present
Itamar Medical Redwood City CA 02/2021 Present
Committee On Ways And Means, U.S. House Of Representatives Washington DC 01/2020 05/2020
Ubs Financial Services Inc. Hartford CT 09/2018 12/2018
Extended Travel Redwood City CA 01/2019 12/2020
University Of Connecticut Storrs CT 08/2016 06/2018
Morgan Stanley Private Bank, N.A. New York NY 12/2021 Present
  • 03/2021 → Present
    Morgan Stanley Smith Barney Llc
    Menlo Park, CA
  • 02/2021 → Present
    Itamar Medical
    Redwood City, CA
  • 01/2020 → 05/2020
    Committee On Ways And Means, U.S. House Of Representatives
    Washington, DC
  • 09/2018 → 12/2018
    Ubs Financial Services Inc.
    Hartford, CT
  • 01/2019 → 12/2020
    Extended Travel
    Redwood City, CA
  • 08/2016 → 06/2018
    University Of Connecticut
    Storrs, CT
  • 12/2021 → Present
    Morgan Stanley Private Bank, N.A.
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-10-11
  • S66 Uniform Combined State Law Examination
    2021-10-11
Other Names
  • Isaac Feldstein
  • Isaac R Feldstein

View on SEC IAPD

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SILVER LAKE TECHNOLOGY MANAGEMENT, LLC · MENLO PARK, CA
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